Osborne Partners Capital Management LLC Trims Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Osborne Partners Capital Management LLC lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,555 shares of the company’s stock after selling 485 shares during the period. Osborne Partners Capital Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $377,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of JEPI. Salomon & Ludwin LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter worth $25,000. Ulland Investment Advisors LLC purchased a new position in JPMorgan Equity Premium Income ETF during the 4th quarter worth $31,000. Running Point Capital Advisors LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 131.2% in the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after acquiring an additional 362 shares during the period. Missouri Trust & Investment Co boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 737.2% in the fourth quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after acquiring an additional 634 shares in the last quarter. Finally, Brown Lisle Cummings Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF by 48.0% during the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after acquiring an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Stock Down 0.3 %

Shares of NYSEARCA:JEPI opened at $58.97 on Monday. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88. The company has a 50-day moving average price of $58.86 and a 200 day moving average price of $58.61. The company has a market cap of $34.61 billion, a P/E ratio of 24.40 and a beta of 0.53.

JPMorgan Equity Premium Income ETF Company Profile

The JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.